European Banks: Please Assemble at the Muster Station
As seen in the latest issue of Master Investor Magazine. We really do hate to interrupt your cruise. But there’s…
8 years ago
Economics & Markets
Ukrainian Blues
The last time I was in Ukraine with the World Bank (February 2012) I had my fifteen seconds of fame…
8 years ago
The Budget Part II
Our world seems to be speeding up and getting less coherent. Probably it was always incoherent, but we were once…
8 years ago
Budget Spring 2016 – You Won’t Need Sugar to Sweeten This Pill
The Chancellor appeared to be in a buoyant mood delivering his budget speech on Wednesday even though he noted that…
8 years ago
Front-Running the ECB
Less than one week after the ECB signalled it would start purchasing investment-grade corporate bonds, bond issues are already going…
8 years ago
We need to talk about George
Albion Cathedral School, 16 March 2016 Dear Parent, We regret that George’s behaviour has been a cause for…
8 years ago
Will George’s Budget deliver yet more Bad Economics?
A case study module in comparative economics for Trump University (deceased.) As imagined by Robert Sutherland Smith. George, Gideon Osborne of…
8 years ago
The ECB Does It
There it is, European-QE, extended version, Part Two! Mario Draghi delighted investors yesterday with an extension of the current ECB…
8 years ago
Has the sell-off run its course?
Investing is not another science. It is not physics where actions can cause pre-determinable reactions. Some people would like to…
8 years ago
Preparing for Recession in Switzerland
Switzerland is a great example of how it doesn’t matter all that much whether a country is a member of…
8 years ago